Meet the Team

Wealth Management Team

Christian Bichler, CRPC®

Michael West ChFC®

Brian Davis, CFP®

Dennis Kehoe, CRPC®

Chris Lipper, CFP®, CIMA®

Doug Lockwood, CFP®

McKenna Clifford

Layton Ginder, CFP®

Erik Herstad, MBA

Susan Isaacson, JD, LLM, CFP®, CPA (Inactive), PFS

Kirsten Kimball, JD, CFP®, CTFA

Brad Michels, CFP®

Tracy Ann Miller, CFP®

Mike Pepin, CWS®

Adam Spence, CFP®

Daniel Steichen, JD, CPA (Inactive), MS Taxation

Steve Swicegood, CFP®

Client Experience Manager

Allyson Woollweever

Financial Planner

Financial Planner

Lucy Detwiler, CFP®

Financial Planner

Financial Planner

Theresa Kruizenga

Financial Planner

Client Care Coordinator

Financial Planner

Tammy Roznovsky

Financial Planner

Client Care Coordinator

Financial Guidance and Advice Team

Financial Guidance and Advice Manager

Financial Advisor

Brian Neal, AAMS®

Financial Advisor

Financial Advisor

Executive Team

David Hefty, CFP®

Chief Executive Officer

Edison Byzyka, CFA

Chief Investment Officer

Chief Business Officer

Angie Lockwood, CPA

Chief Transformation Officer

Christina North

Chief Financial Officer

General Counsel/Chief Compliance Officer

Chief Talent Officer

Board of Directors

David Hefty, CFP®

Chief Executive Officer

Dennis Kehoe, CRPC®

Managing Director

Chris Lipper, CFP®, CIMA®

Managing Director

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